+361.4%
DRI vs IONS
+96.6%
+264.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | +0.6% | -4.8% | +5.4% | +1.4% |
| 30D | +3.8% | +7.2% | -3.4% | +2.6% |
| 3M | +13.0% | -22.7% | +35.7% | +16.8% |
| 6M | +8.3% | -26.9% | +35.2% | +12.9% |
| YTD | +20.6% | -26.6% | +47.2% | +25.4% |
| 1Y | +6.5% | -2.1% | +8.6% | +4.9% |
| 3Y | +53.7% | +43.4% | +10.3% | +36.0% |
| 5Y | +72.7% | +47.0% | +25.7% | +47.6% |
| All | +361.4% | +96.6% | +264.8% | +270.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling